1.Catch new invitee created
Integrate Calendly and scheduling triggers to detect new invitee details and capture email and booking start for the workflow.
Create matter expense record from new client booking
Automatically catch invitee created events across Calendly scheduling. Create and update matter-linked expense entries when invitee email matches, booking start is captured, or a matching matter is foundβso you can find matters, format dates, and record expenses without manual invoice prep.
How this automation creates invoice ready expense records
When invitee bookings happen without capturing billable costs right away, invoice runs get delayed and rework grows. This automation catches invitee creation, finds the matching matter, and creates a formatted matter expense entryβso your team can invoice faster.
Calendlyor swap with your favorite app
2.Find matching matter
Integrate Clio and CRM lookup tools to search by contact email and return the matching matter identifier.
Clioor swap with your favorite app
3.Format expense date
Integrate Formatter by Zapier and date formatting to format the booking start into an expense date and note.
Formatter by Zapieror swap with your favorite app
4.Generate expense amount
Integrate Formatter by Zapier and rate lookup logic to generate or look up an expense amount for the entry.
5.Create expense on matter
Integrate Clio and expense record creation tools to create the expense on the found matter with date, amount, and note.
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